Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.9B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,346
New
Increased
Reduced
Closed

Top Buys

1
+$47.9M
2
+$39.3M
3
+$37.5M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$35.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$32.4M

Top Sells

1
+$41.6M
2
+$36.2M
3
+$27.4M
4
NVDA icon
NVIDIA
NVDA
+$23.8M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$23M

Sector Composition

1 Technology 10.43%
2 Financials 4.61%
3 Consumer Discretionary 4.22%
4 Healthcare 3.87%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$3.1M 0.01%
12,079
-3,479
902
$3.1M 0.01%
242,335
+4,630
903
$3.1M 0.01%
29,934
+2,430
904
$3.1M 0.01%
68,107
+1,702
905
$3.09M 0.01%
94,046
-6,991
906
$3.09M 0.01%
77,608
-35,021
907
$3.09M 0.01%
123,155
-1,342
908
$3.09M 0.01%
61,139
+4,771
909
$3.08M 0.01%
4,294
-1,487
910
$3.08M 0.01%
133,236
-4,124
911
$3.08M 0.01%
3,928
-17
912
$3.08M 0.01%
128,272
+49,761
913
$3.08M 0.01%
123,758
-2,860
914
$3.08M 0.01%
100,217
-893,078
915
$3.06M 0.01%
76,735
-1,623
916
$3.04M 0.01%
57,508
+3,613
917
$3.03M 0.01%
69,361
-374
918
$3.02M 0.01%
163,363
+9,435
919
$3.02M 0.01%
19,685
+74
920
$3M 0.01%
92,616
+46,611
921
$3M 0.01%
142,077
-3,951
922
$2.99M 0.01%
142,125
-10,779
923
$2.98M 0.01%
100,512
+38,727
924
$2.98M 0.01%
51,039
-845
925
$2.98M 0.01%
73,002
-15,782
35 36
37
38 39